ZIM
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Zacks Investment Management’s Universal Logistics Holdings ULH Stock Holding History

Zacks Investment Management’s Portfolio ULH Stock Details ULH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-26,409
Closed -$883K – 704
2022
Q4 		$883K Sell
26,409
-593
-2% -$20.8K 0.01% 375
2022
Q3 		$856K Buy
27,002
+3,653
+16% +$121K 0.01% 361
2022
Q2 		$638K Buy
+23,349
New +$556K 0.01% 396
2021
Q3 		– Sell
-9,020
Closed -$210K – 653
2021
Q2 		$210K Buy
+9,020
New +$225K ﹤0.01% 559
2021
Q1 		– Sell
-26,268
Closed -$541K – 584
2020
Q4 		$541K Buy
26,268
+12,813
+95% +$278K 0.01% 413
2020
Q3 		$281K Buy
+13,455
New +$262K 0.01% 459
2020
Q1 		– Sell
-65,774
Closed -$1.25M – 602
2019
Q4 		$1.25M Sell
65,774
-3,960
-6% -$82.6K 0.02% 354
2019
Q3 		$1.62M Hold
69,734
– – 0.03% 299
2019
Q2 		$1.57M Hold
69,734
– – 0.03% 316
2019
Q1 		$1.37M Hold
69,734
– – 0.03% 335
2018
Q4 		$1.26M Sell
69,734
-10,311
-13% -$270K 0.03% 308
2018
Q3 		$2.95M Hold
80,045
– – 0.06% 211
2018
Q2 		$2.1M Hold
80,045
– – 0.05% 265
2018
Q1 		$1.69M Sell
80,045
-10,000
-11% -$228K 0.04% 305
2017
Q4 		$2.14M Buy
90,045
+24,757
+38% +$554K 0.05% 250
2017
Q3 		$1.33M Hold
65,288
– – 0.03% 313
2017
Q2 		$979K Buy
+65,288
New +$901K 0.02% 374
2015
Q4 		– Sell
-89,306
Closed -$1.39M – 657
2015
Q3 		$1.39M Buy
+89,306
New +$1.8M 0.05% 242
2014
Q2 		– Sell
-18,324
Closed -$530K – 756
2014
Q1 		$530K Buy
18,324
+1,736
+10% +$49.7K 0.02% 378
2013
Q4 		$506K Buy
16,588
+2,637
+19% +$73.7K 0.02% 386
2013
Q3 		$372K Buy
13,951
+4,696
+51% +$124K 0.02% 451
2013
Q2 		$223K Buy
+9,255
New +$224K 0.01% 549

Other funds holding ULH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Zacks Investment Management's ULH Position: Q1 2023 in Review

Zacks Investment Management sold out of Universal Logistics Holdings (ULH) in Q1 2023, closing a stake of 26,409 shares — an estimated $883K sold.

Zacks Investment Management first reported a position in ULH in Q2 2013 and held it in 22 quarters. The position peaked at $2.95M in Q3 2018. 97 funds tracked by Wall St. Rank hold ULH as of Q1 2023.

  • Zacks Investment Management reported no remaining Universal Logistics Holdings position as of Q1 2023 after selling out during the quarter.
  • Zacks Investment Management sold 26,409 Universal Logistics Holdings shares in Q1 2023, an estimated $883K.
  • Zacks Investment Management first reported a position in Universal Logistics Holdings in Q2 2013 and held it in 22 quarters.
  • Zacks Investment Management's Universal Logistics Holdings position peaked at $2.95M in Q3 2018.
  • 97 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q1 2023.

Based on Zacks Investment Management's 13F filing for Q1 2023, filed 15 May 2023.